2.0
Dec 21, 2015
Former employee, more than 5 years
Ontario, CA
Recommend
CEO approval
Business outlook
Pros
Learned a lot about the financial industry. Built some really solid client relationships. Company overall is good.
Cons
Working alone for many hours in a two person office can be very isolating. Financial Advisors have too much freedom with their schedule and are often not in. Worked with three FA's in 5 years, high turnover. Not always respected by FA's.